Amalgamated Bank’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
62,580
+755
| +1% | +$41.4K | 0.03% | 557 |
|
|
2025
Q1 | $3.4M | Sell |
61,825
-3,896
| -6% | -$214K | 0.03% | 543 |
|
|
2024
Q4 | $3.47M | Sell |
65,721
-4,372
| -6% | -$231K | 0.03% | 558 |
|
|
2024
Q3 | $4.45M | Sell |
70,093
-17,568
| -20% | -$1.12M | 0.04% | 432 |
|
|
2024
Q2 | $4.75M | Sell |
87,661
-11,801
| -12% | -$640K | 0.04% | 447 |
|
|
2024
Q1 | $4.89M | Sell |
99,462
-5,447
| -5% | -$268K | 0.04% | 462 |
|
|
2023
Q4 | $5.07M | Buy |
104,909
+1,105
| +1% | +$53.4K | 0.04% | 468 |
|
|
2023
Q3 | $4.47M | Sell |
103,804
-2,251
| -2% | -$96.9K | 0.04% | 491 |
|
|
2023
Q2 | $3.38M | Sell |
106,055
-11,132
| -9% | -$355K | 0.03% | 642 |
|
|
2023
Q1 | $4.13M | Sell |
117,187
-15,445
| -12% | -$544K | 0.04% | 534 |
|
|
2022
Q4 | $4.84M | Buy |
132,632
+11,376
| +9% | +$415K | 0.04% | 487 |
|
|
2022
Q3 | $5.16M | Sell |
121,256
-11,960
| -9% | -$509K | 0.05% | 369 |
|
|
2022
Q2 | $4.71M | Buy |
133,216
+11,169
| +9% | +$394K | 0.04% | 451 |
|
|
2022
Q1 | $3.18M | Sell |
122,047
-8,565
| -7% | -$223K | 0.02% | 729 |
|
|
2021
Q4 | $3.08M | Sell |
130,612
-6,850
| -5% | -$161K | 0.02% | 754 |
|
|
2021
Q3 | $3.44M | Sell |
137,462
-15,936
| -10% | -$398K | 0.03% | 699 |
|
|
2021
Q2 | $3.6M | Buy |
153,398
+121,197
| +376% | +$2.85M | 0.03% | 709 |
|
|
2021
Q1 | $702K | Sell |
32,201
-3,958
| -11% | -$86.3K | 0.03% | 787 |
|
|
2020
Q4 | $573K | Sell |
36,159
-3
| -0% | -$48 | 0.02% | 894 |
|
|
2020
Q3 | $589K | Sell |
36,162
-1,575
| -4% | -$25.7K | 0.03% | 752 |
|
|
2020
Q2 | $539K | Sell |
37,737
-9,468
| -20% | -$135K | 0.02% | 789 |
|
|
2020
Q1 | $665K | Sell |
47,205
-1,617
| -3% | -$22.8K | 0.02% | 778 |
|
|
2019
Q4 | $1.15M | Buy |
48,822
+4,017
| +9% | +$94.3K | 0.02% | 746 |
|
|
2019
Q3 | $1.06M | Buy |
44,805
+607
| +1% | +$14.3K | 0.02% | 720 |
|
|
2019
Q2 | $1.3M | Buy |
44,198
+554
| +1% | +$16.2K | 0.03% | 643 |
|
|
2019
Q1 | $1.05M | Buy |
43,644
+876
| +2% | +$21K | 0.03% | 692 |
|
|
2018
Q4 | $1.09M | Buy |
42,768
+2,798
| +7% | +$71K | 0.03% | 617 |
|
|
2018
Q3 | $1.03M | Sell |
39,970
-4,731
| -11% | -$122K | 0.03% | 677 |
|
|
2018
Q2 | $1.02M | Buy |
44,701
+1,345
| +3% | +$30.6K | 0.02% | 751 |
|
|
2018
Q1 | $1.1M | Buy |
43,356
+89
| +0.2% | +$2.26K | 0.03% | 663 |
|
|
2017
Q4 | $1.13M | Buy |
43,267
+2,319
| +6% | +$60.8K | 0.03% | 645 |
|
|
2017
Q3 | $1.08M | Sell |
40,948
-61
| -0.1% | -$1.62K | 0.03% | 613 |
|
|
2017
Q2 | $1.27M | Buy |
41,009
+7,735
| +23% | +$239K | 0.04% | 503 |
|
|
2017
Q1 | $774K | Buy |
33,274
+836
| +3% | +$19.4K | 0.04% | 580 |
|
|
2016
Q4 | $746K | Buy |
32,438
+1,613
| +5% | +$37.1K | 0.03% | 634 |
|
|
2016
Q3 | $714K | Sell |
30,825
-147
| -0.5% | -$3.41K | 0.04% | 538 |
|
|
2016
Q2 | $745K | Buy |
30,972
+21,660
| +233% | +$521K | 0.04% | 519 |
|
|
2016
Q1 | $246K | Buy |
9,312
+2,207
| +31% | +$58.3K | 0.02% | 1004 |
|
|
2015
Q4 | $237K | Sell |
7,105
-3,304
| -32% | -$110K | 0.03% | 955 |
|
|
2015
Q3 | $377K | Buy |
10,409
+392
| +4% | +$14.2K | 0.04% | 710 |
|
|
2015
Q2 | $297K | Buy |
10,017
+433
| +5% | +$12.8K | 0.03% | 977 |
|
|
2015
Q1 | $307K | Buy |
9,584
+2,220
| +30% | +$71.1K | 0.04% | 666 |
|
|
2014
Q4 | $248K | Sell |
7,364
-1,075
| -13% | -$36.2K | 0.04% | 694 |
|
|
2014
Q3 | $262K | Buy |
8,439
+525
| +7% | +$16.3K | 0.04% | 660 |
|
|
2014
Q2 | $265K | Buy |
7,914
+959
| +14% | +$32.1K | 0.04% | 667 |
|
|
2014
Q1 | $210K | Sell |
6,955
-138
| -2% | -$4.17K | 0.04% | 739 |
|
|
2013
Q4 | $206K | Buy |
+7,093
| New | +$206K | 0.04% | 757 |
|